INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION INC (EIN 23-7067291)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-06-08
- IRS object ID
- 201831599349300533
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-06-08T13:48:32-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 BECKER FARM ROAD | AddressLine1Txt |
| City | ROSELAND | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07068 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237067291 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INFORMATION SYSTEMS AUDIT AND | BusinessNameLine1Txt |
| Business Name Line2 | CONTROL ASSOCIATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INFO | BusinessNameControlTxt |
| Phone | 8472531545 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 EAST GOLF ROAD NO 400 | AddressLine1Txt |
| City | SCHAUMBURG | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60173 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT A MICEK | PersonNm |
| Person Title | TREASURER & CFO | PersonTitleTxt |
| Phone | 8472531545 | PhoneNum |
| Signature | 2018-06-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS LANNING | PreparerPersonNm |
| PTIN | P00851654 | PTIN |
| Phone | 9732283500 | PhoneNum |
| Preparation | 2018-05-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ISACA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MATTHEW S LOEB | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 EAST GOLF ROAD NO 400 | AddressLine1Txt |
| City | SCHAUMBURG | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60173 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $96,078,193 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.ISACA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1969 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | THE PRIMARY PURPOSE OF THE ASSOCIATION IS TO HELP PROFESSIONALS REALIZE THE (SEE SCHEDULE O) POSITIVE POTENTIAL OF TECHNOLOGY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 206 | TotalEmployeeCnt |
| Total Volunteers | 851 | TotalVolunteersCnt |
| Total Gross UBI | $477,418 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $21,819,566 | PYContributionsGrantsAmt |
| CY Contributions Grants | $22,974,082 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $27,070,634 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $27,188,775 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,870,457 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,848,052 | CYInvestmentIncomeAmt |
| PY Other Revenue | $6,869,493 | PYOtherRevenueAmt |
| CY Other Revenue | $7,281,388 | CYOtherRevenueAmt |
| PY Total Revenue | $57,630,150 | PYTotalRevenueAmt |
| CY Total Revenue | $62,292,297 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $682,210 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $329,620 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $23,757,954 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $25,394,760 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $35,276,996 | PYOtherExpensesAmt |
| CY Other Expenses | $32,638,879 | CYOtherExpensesAmt |
| PY Total Expenses | $59,717,160 | PYTotalExpensesAmt |
| CY Total Expenses | $58,363,259 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,087,010 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,929,038 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $93,893,306 | TotalAssetsBOYAmt |
| Total Assets EOY | $109,032,895 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $26,491,690 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $33,997,287 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $67,401,616 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $75,035,608 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | SEE SCHEDULE O. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SEE SCHEDULE O. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SEE SCHEDULE O. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION (ISACA) TARGETS TWO GOALS WITH ITS ACTIVITIES: HELPING PROFESSIONALS REALIZE THE POSITIVE POTENTIAL OF TECHNOLOGY AND INSPIRING CONFIDENCE THAT ENABLES INNOVATION THROUGH TECHNOLOGY. THE ASSOCIATION ACHIEVES THOSE ACTIVITIES BY PROVIDING INFORMATION, STANDARDS, PUBLICATIONS AND ACADEMIC GUIDANCE (IN ADDITION TO THE ITEMS NOTED IN THE DESCRIPTIONS OF PROGRAM ACHIEVEMENTS 1, 2 AND 3).THE ISACA JOURNAL IS ISACA'S OFFICIAL MAGAZINE. ISSUED BIMONTHLY, AND SUPPLEMENTED IN THE OFF MONTHS BY ONLINE ARTICLES, THE JOURNAL SEEKS TO ENHANCE THE PROFICIENCY AND COMPETITIVE ADVANTAGE OF ITS INTERNATIONAL READERSHIP BY PROVIDING PEER-REVIEWED MANAGERIAL AND TECHNICAL GUIDANCE FROM EXPERIENCED GLOBAL AUTHORS. IT IS AVAILABLE IN DIGITAL FORMAT ON THE WEBSITE AND VIA MOBILE APP. OTHER REGULAR PERIODICALS ISSUED BY ISACA INCLUDE @ISACA, A BIWEEKLY ELECTRONIC NEWSLETTER DEDICATED TO ISACA NEWS; AND COBIT FOCUS, ISSUED QUARTERLY TO COBIT USERS, TO PROVIDE THEM CASE STUDIES, INFORMATION ON NEW PRODUCTS AND EDUCATIONAL OPPORTUNITIES, AND GENERAL TIPS AND TECHNIQUES. ISACA MONTHLY E-NEWSLETTER, THE NEXUS: CYBER NEWS CONVERGED, MEETS THE NEED FOR THE LATEST CYBERSECURITY INFORMATION. THE ISACA BOOKSTORE OFFERS A SELECTION OF PEER-REVIEWED PUBLICATIONS ON PROFESSIONAL TOPICS OF INTEREST TO ISACA MEMBERS, AT DISCOUNTED PRICES. NEW SELECTIONS ARE ADDED REGULARLY, TO ENSURE THE CATALOG REMAINS CURRENT WITH CHANGING TRENDS AND MEMBER NEEDS. ISACA CONTINUES TO EXPAND THE PLATFORMS AND LANGUAGES IN WHICH ITS CONTENT IS AVAILABLE TO ITS PROFESSIONAL COMMUNITY. ISACA PODCASTS GENERATED FIVE TIMES THE NUMBER OF LISTENS IN 2017 COMPARED TO THE PREVIOUS YEAR, AND THE CONTENT AND PUBLICATIONS TEAM BUILT AND EXPANDED ITS LANGUAGE LIBRARIES, WITH ADDED EMPHASIS OF CHINESE, JAPANESE AND SPANISH.ALL TOLD IN 2017, ISACA PRODUCED MORE THAN 450 CONTENT DELIVERABLES AND HAD MORE THAN 1.8 MILLION WEBSITE PAGE VIEWS/DOWNLOADS OF ISACA CONTENT ASSETS. ISACA ISSUES INFORMATION SYSTEMS AUDITING STANDARDS, GUIDELINES AND PROCEDURES, WHICH PROVIDE PRESCRIPTIVE OR SUGGESTED GUIDANCE ON HOW AUDITS SHOULD BE UNDERTAKEN. THE STANDARDS, GUIDELINES AND PROCEDURES ARE CONTINUALLY REVIEWED TO ENSURE THAT NEW ONES ARE DEVELOPED OR EXISTING ONES ARE REVISED AS NEEDED TO ALIGN WITH NEW REGULATIONS OR TECHNOLOGIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 77 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 206 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT A MICEK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8472531545 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 EAST GOLF ROAD NO 400 | AddressLine1Txt |
| City | SCHAUMBURG | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60173 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| ANDRE PITKOWSKI 0117-0617 | |||||||||
| OUTGOING DIRECTOR | 3.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRENNAN BAYBECK 0617-1217 | |||||||||
| DIRECTOR | 3.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOS K DIMITRIADIS | |||||||||
| CHAIR 2015-2017 | 15.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| EDWARD G SCHWARTZ 0117-0617 | |||||||||
| OUTGOING DIRECTOR | 3.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GREGORY T GROCHOLSKI | |||||||||
| CHAIR 2012-2013 | 3.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HIRONORI GOTO 0617-1217 | |||||||||
| DIRECTOR | 3.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFF SPIVEY 117-617 | |||||||||
| OUTGOING DIRECTOR | 3.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JO STEWART-RATTRAY | |||||||||
| DIRECTOR | 3.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LEONARD ONG | |||||||||
| DIRECTOR | 3.00 | 1.00 | Yes (X) | $8,000 | $0 | $0 | |||
| MATTHEW S LOEB | |||||||||
| DIRECTOR & CHIEF EXECUTIVE OFFICER | 45.00 | 10.00 | Yes (X) | $1,058,054 | $0 | $176,695 | Yes (X) | ||
| MICHAEL HUGHES 0617-1217 | |||||||||
| DIRECTOR | 3.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER CHRISTIAANS 0617-1217 | |||||||||
| DIRECTOR | 3.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RV RAGHU | |||||||||
| DIRECTOR | 3.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT A CLYDE | |||||||||
| CHAIR-ELECT | 10.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ROBERT E STROUD | |||||||||
| CHAIR 2014-2015 | 3.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THEODORE WOLFF 0617-1217 | |||||||||
| DIRECTOR | 3.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THERESA GRAFENSTINE | |||||||||
| CHAIR 2017-2018 | 15.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| TICHAONA ZORORO | |||||||||
| DIRECTOR | 3.00 | 1.00 | Yes (X) | $3,000 | $0 | $0 | |||
| TONY HAYES | |||||||||
| CHAIR 2013-2014 | 3.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ZUBIN CHAGPAR | |||||||||
| DIRECTOR | 3.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT A MICEK | |||||||||
| TREASURER & CHIEF FINANCIAL OFFIER | 45.00 | 10.00 | $381,264 | $0 | $83,024 | Yes (X) | |||
| FRANCISCO SCHETTINI | |||||||||
| CHIEF INNOVATION OFFICER | 50.00 | 5.00 | $350,275 | $0 | $61,182 | Yes (X) | |||
| KEN KUJUNDJIC | |||||||||
| SR. VP, BUSINESS DEVELOPMENT | 40.00 | 15.00 | $329,287 | $0 | $38,770 | Yes (X) | |||
| TARA WISNIEWSKI | |||||||||
| MANAGING DIRECTOR, ADVOCACY & PUBLIC AFFAIRS | 45.00 | 10.00 | $305,806 | $0 | $51,923 | Yes (X) | |||
| TIM MASON | |||||||||
| SR. VP, OPERATIONS & CHIEF EXPERIENCE OFFICER | 50.00 | 5.00 | $402,277 | $0 | $72,962 | Yes (X) | |||
| ELIZABETH SANTILLI | |||||||||
| VP, HUMAN RESOURCES | 50.00 | 5.00 | $254,033 | $0 | $17,646 | Yes (X) | |||
| GARY VAN PROOYEN | |||||||||
| VP, MARKETING & COMMUNICATIONS | 50.00 | 5.00 | $251,257 | $0 | $51,940 | Yes (X) | |||
| NARAYANAN KRISHNAN | |||||||||
| SR DIRECTOR OF INFORMATION TECHNOLOGY | 50.00 | 1.00 | $235,477 | $0 | $11,423 | Yes (X) | |||
| SHANNON DONAHUE | |||||||||
| DIRECTOR OF INFO SECURITY PRACTICES | 50.00 | $225,206 | $0 | $41,406 | Yes (X) | ||||
| STEVEN MOLE | |||||||||
| DIRECTOR, ENTERPRISE SALES AND OPERATIONS | 45.00 | 10.00 | $281,951 | $0 | $54,246 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,085,887 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $661,217 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 83 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BLAST RADIUS | |||||
| P O BOX 751474 | CHARLOTTE | NC | 28275 | WEB SITE & E-COMMERCE DEVELOPMENT | $2,215,379 |
| GREENBERG TRAURIG LLP | |||||
| 77 EAST WACKER DRIVE | CHICAGO | IL | 60601 | LEGAL SERVICES | $1,067,786 |
| DELOITTE & TOUCHE LLP | |||||
| P O BOX 844708 | DALLAS | TX | 752844708 | TRAINING SUPPORT SERVICES | $408,290 |
| RSM US LLP | |||||
| ONE SOUTH WACKER DRIVE | CHICAGO | IL | 60606 | CONSULTING SERVICES FOR SOFTWARE AND WEB | $383,509 |
| EXAM MATRIX | |||||
| 7991 SHAFFER PKWY STE 100 | LITTLETON | CO | 80124 | EXAM SERVICES | $249,425 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $22,974,082 | MembershipDuesAmt |
| Total Contributions | $22,974,082 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|---|
| CERTIFICATION PROGRAM | 611430 | $17,313,654 | $17,313,654 | ||
| TRAINING & EDUCATION - RELATED | 611430 | $8,929,860 | $8,690,324 | $239,536 | |
| PUBLICATION & SUBSCRIPTIONS | 541800 | $488,161 | $10,743 | $477,418 | |
| LICENSE FEES | 541519 | $457,100 | $457,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $27,188,775 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,827,880 | TotalRevenueColumnAmt |
| Exclusion | $1,827,880 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $158,534 | TotalRevenueColumnAmt |
| Exclusion | $158,534 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $35,783,269 | SecuritiesAmt |
| Other | $618,691 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $32,493,209 | SecuritiesAmt |
| Other | $888,579 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,290,060 | SecuritiesAmt |
| Other | -$269,888 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,020,172 | TotalRevenueColumnAmt |
| Exclusion | $3,020,172 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $5,627,513 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $404,108 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,223,405 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,223,405 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| SPONSORSHIP | 900004 | $1,511,040 | $1,511,040 |
| OTHER | 900004 | $388,409 | $388,409 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,899,449 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $62,292,297 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $31,695,226 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $477,418 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,145,571 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,015 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,605 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,322,519 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,284,697 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $681,025 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,678,742 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,427,777 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,179,869 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,624 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,434,802 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,159,684 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,050,632 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,444,821 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,037,333 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $838,969 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,929,148 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,041,933 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,020 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,448,946 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,533 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| BAD DEBT | $80,304 |
| FRANCHISE FEE | $50,000 |
| AWARDS | $19,550 |
| BOOKSTORE PURCHASE/SUBS | $8,029 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $594,682 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,363,259 | TotalAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,402,554 | BOYAmt |
| EOY | $9,565,688 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,624,562 | BOYAmt |
| EOY | $2,351,353 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $474,094 | BOYAmt |
| EOY | $357,963 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,519,208 | BOYAmt |
| EOY | $3,228,022 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $14,433,631 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,504,163 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,080,199 | BOYAmt |
| EOY | $5,929,468 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,061,780 | BOYAmt |
| EOY | $76,789,390 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,194,988 | BOYAmt |
| EOY | $8,194,987 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $535,921 | BOYAmt |
| EOY | $2,616,024 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,893,306 | BOYAmt |
| EOY | $109,032,895 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,066,944 | BOYAmt |
| EOY | $9,403,552 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,432,893 | BOYAmt |
| EOY | $15,015,883 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $8,500,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $991,853 | BOYAmt |
| EOY | $1,077,852 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,491,690 | BOYAmt |
| EOY | $33,997,287 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,401,616 | BOYAmt |
| EOY | $75,035,608 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,401,616 | BOYAmt |
| EOY | $75,035,608 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,893,306 | BOYAmt |
| EOY | $109,032,895 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,929,038 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,704,954 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | Yes (1) | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $43,821,432 | BeginningYearBalanceAmt |
| Contributions | $3,424,138 | ContributionsAmt |
| End Year Balance | $47,245,570 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,801,138 | BeginningYearBalanceAmt |
| Contributions | $5,020,294 | ContributionsAmt |
| End Year Balance | $43,821,432 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,922,480 | BeginningYearBalanceAmt |
| Contributions | $3,878,658 | ContributionsAmt |
| End Year Balance | $38,801,138 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,340,283 | BeginningYearBalanceAmt |
| Contributions | $2,582,197 | ContributionsAmt |
| End Year Balance | $34,922,480 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,186,325 | BeginningYearBalanceAmt |
| Contributions | $2,153,958 | ContributionsAmt |
| End Year Balance | $32,340,283 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,441,721 | OtherCostOrOtherBasisAmt |
| Depreciation | $675,207 | DepreciationAmt |
| Book Value | $766,514 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,226,827 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,263,390 | DepreciationAmt |
| Book Value | $963,437 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,765,083 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,565,566 | DepreciationAmt |
| Book Value | $4,199,517 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,929,468 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ISACA ENTERPRISES, INC. | Desc |
| Book Value | $8,194,987 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $8,194,987 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED RENT | $105,351 |
| DUE TO ITGI | $780,857 |
| OPEN ORDERS | $97,175 |
| STATE CHECK LIABILITY | $80,134 |
| NOTES - CAPITAL LEASE | $14,335 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,077,852 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $77,313,674 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,704,954 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $10,642,431 | OtherRevenueAmt |
| Revenue Not Reported | $14,347,385 | RevenueNotReportedAmt |
| Revenue Subtotal | $62,966,289 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$673,992 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$673,992 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $62,292,297 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $69,641,597 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $11,269,338 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $11,269,338 | ExpensesNotReportedAmt |
| Expenses Subtotal | $58,372,259 | ExpensesSubtotalAmt |
| Other Expenses Not Included | -$9,000 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$9,000 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $58,363,259 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ASSOCIATION'S BOARD OF DIRECTORS AND THE INSTITUTE'S BOARD OF TRUSTEES DESIGNATE A PORTION OF THE ORGANIZATION'S UNRESTRICTED NET ASSETS FOR CONTINGENCY PURPOSES IN ORDER TO PROTECT THE ORGANIZATION AGAINST UNFORESEEN GLOBAL EVENTS AND ECONOMIC DOWNTURN. |
| PART X, LINE 2: | THE FINANCIAL ACCOUNTING STANDARDS BOARD ISSUED GUIDANCE THAT REQUIRES TAX EFFECTS FROM UNCERTAIN TAX POSITIONS TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS ONLY IF THE POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. MANAGEMENT HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN POSITIONS THAT REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. ADDITIONALLY, NO PROVISION FOR INCOME TAXES IS REFLECTED IN THESE FINANCIAL STATEMENTS, AND THERE IS NO INTEREST OR PENALTIES RECOGNIZED IN THE STATEMENT OF ACTIVITIES OR STATEMENT OF FINANCIAL POSITION. THE ASSOCIATION'S FEDERAL AND STATE INCOME TAX RETURNS PRIOR TO 2014 ARE CLOSED, AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RELATED ORGANIZATION REVENUE 10,938,213. ELIMINATION ENTRIES -304,782. RECLASS OF LOGO FEES 9,000. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RECLASS OF LOSS ON DISPOSAL -269,888. RECLASS OF COST OF GOOD SOLD -404,108. ROUNDING ADJUSTMENT 4. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RELATED ORGANIZATION EXPENSES 10,900,124. ELIMINATION ENTRIES -304,782. RECLASS OF LOSS ON DISPOSAL 269,888. RECLASS OF COST OF GOOD SOLD 404,108. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | RECLASS OF LOGO FEES -9,000. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (9 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| NORTH AMERICA | 0 | 0 | BOARD MEETING | BOARD MEETING | $172,537 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICE | EDUCATION AND TRAINING | $246,293 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICE | EDUCATION AND TRAINING | $38,649 |
| EUROPE | 0 | 0 | PROGRAM SERVICE | EDUCATION AND TRAINING | $1,214,040 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICE | EDUCATION AND TRAINING | $356,686 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICE | EDUCATION AND TRAINING | $232,944 |
| EUROPE | 0 | 0 | PROGRAM SERVICE | TRADE SHOW | $80,585 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICE | TRADE SHOW | $2,588 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICE | TRADE SHOW | $3,934 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $2,344,322 | SubtotalSpentAmt |
| Continuation Spent | $3,934 | ContinuationSpentAmt |
| Total Spent | $2,348,256 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Purpose Of Grant | TO SUPPORT CHAPTER HOSTED LATIN CACS CONFERENCE | PurposeOfGrantTxt |
| Cash Grant | $10,000 | CashGrantAmt |
| Manner Of Cash Disbursement | BANK TRANSFER | MannerOfCashDisbursementTxt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | Yes (1) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ISACA UNDERSTANDS THE VALUE OF CHAPTER LEADERS HAVING THE OPPORTUNITY TO ATTEND AN ISACA LEADERSHIP EVENT, HENCE THE FOLLOWING CHAPTER GRANT PROGRAM HAS BEEN ESTABLISHED TO COVER/DEFRAY THE COSTS OF TRAVEL EXPENSES. ALL ISACA CHAPTERS (U.S. AND WORLDWIDE) ARE ELIGIBLE FOR GRANT FUNDS. A CHAPTER THAT PLANS TO SEND AN INDIVIDUAL TO AN EVENT WILL BE PROVIDED WITH A GRANT(S) TO COVER/DEFRAY THE COSTS FOR ECONOMY AIRFARE, LODGING, LOCAL TRANSPORTATION, MEALS IN TRANSIT, AND OTHER EXPENSES ASSOCIATED WITH ATTENDING. WHILE THE GRANT(S) WILL BE ISSUED TO A CHAPTER VIA THE CHAPTER'S PREFERRED REMITTANCE METHOD, THE CHAPTER MUST AGREE TO THE FOLLOWING, TO RETAIN THE GRANT AFTER THE EVENT: 1) ATTENDEE(S) MUST STAY AT THE HOST HOTEL. DETAILS WILL BE PROVIDED IN THE OFFICIAL REGISTRATION MESSAGE. 2) ATTENDEE(S) MUST ATTEND ALL DAYS OF THE EVENT. ATTENDANCE WILL BE VERIFIED EVERY DAY AND REGISTRATIONS WILL BE RECONCILED AFTER THE EVENT CONCLUDES. 3) THE GRANT IS A FIXED AMOUNT AND IS INTENDED TO COVER/DEFRAY MOST OF THE COSTS ASSOCIATED WITH ATTENDING THIS EVENT. IF THE AMOUNT EACH ATTENDEE SPENDS IS LESS THAN THE AMOUNT OF THE GRANT, THE CHAPTER WILL BE ALLOWED TO RETAIN THE ADDITIONAL FUNDS. IF THE GRANT DOES NOT COVER ALL OF THE COSTS ASSOCIATED WITH EACH INDIVIDUAL'S ATTENDANCE, ANY ADDITIONAL COSTS (AS DEEMED REASONABLE AND PROPER BY THE CHAPTER) SHOULD BE REIMBURSED TO THE INDIVIDUAL BY THE CHAPTER. IF, FOR ANY REASON, THE REPRESENTATIVE(S) FROM A CHAPTER DOES NOT ATTEND THE ISACA LEADERSHIP EVENT, THE CHAPTER WILL BE REQUIRED TO RETURN THE GRANT TO ISACA INTERNATIONAL IN ITS ENTIRETY. THE TOTAL OF THE GRANT WILL BE WITHHELD FROM THE CHAPTER'S MONTHLY DUES REMITTANCE OR DEDUCTED FROM CHAPTER CREDIT UNTIL THE BALANCE OF THE GRANT IS PAID IN FULL. ALTERNATIVELY, THE CHAPTER CAN SEND (VIA CHECK OR WIRE TRANSFER) THE TOTAL OF THE GRANT TO ISACA INTERNATIONAL AFTER THE EVENT. ISACA'S NEW CHAPTER FUNDING PROGRAM (U.S. AND WORLDWIDE): CHAPTERS ARE AN INTEGRAL PART OF ISACA'S SUCCESS AND FUTURE VISION. THROUGH OUR CHAPTER NETWORK, ISACA PROVIDES ITS MEMBERS WITH EDUCATION, RESOURCE SHARING, ADVOCACY, PROFESSIONAL NETWORKING, AND A HOST OF OTHER BENEFITS ON A LOCAL LEVEL. IN THE SPIRIT OF ISACA'S CORE VALUE, "WE ARE ONE", ISACA PROVIDES NEW CHAPTERS FUNDING IN THE AMOUNT OF US $2,000 TO ASSIST WITH CHAPTER STARTUP ACTIVITIES. THIS FUNDING MAY BE USED FOR CHAPTER ADMINISTRATIVE FEES, A KICK-OFF EVENT, TO BUILD RESERVES, ETC. THE REQUIREMENTS ARE THAT THE CHAPTER NEEDS TO, 1) BE REGISTERED LOCALLY, AND 2) HAVE A BANK ACCOUNT IN THE CHAPTER'S NAME. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||||
| 431 18TH ST NW | WASHINGTON | DC | 20006 | 530196605 | 501(C)(3) | $10,000 | FMV | N/A | HURRICAN HARVEY RELIEF |
| ASU FOUNDATION (ARIZONA STATE UNIVERSITY) | |||||||||
| 300 EAST UNIVERSITY DRIVE | TEMPE | AZ | 85281 | 866051042 | 501(C)(3) | $30,000 | FMV | N/A | TO SUPPORT UNIVERSITY PROGRAMS AND STUDENT OPPORTUNITIES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ISACA'S CHAPTER GRANT PROGRAM AVAILABLE TO ISACA CHAPTERS (U.S. AND WORLDWIDE) ISACA UNDERSTANDS THE VALUE OF CHAPTER LEADERS HAVING THE OPPORTUNITY TO ATTEND AN ISACA LEADERSHIP EVENT, HENCE THE FOLLOWING CHAPTER GRANT PROGRAM HAS BEEN ESTABLISHED TO COVER/DEFRAY THE COSTS OF TRAVEL EXPENSES. ALL ISACA CHAPTERS (U.S. AND WORLDWIDE) ARE ELIGIBLE FOR GRANT FUNDS. A CHAPTER THAT PLANS TO SEND AN INDIVIDUAL TO AN EVENT WILL BE PROVIDED WITH A GRANT(S) TO COVER/DEFRAY THE COSTS FOR ECONOMY AIRFARE, LODGING, LOCAL TRANSPORTATION, MEALS IN TRANSIT, AND OTHER EXPENSES ASSOCIATED WITH ATTENDING. WHILE THE GRANT(S) WILL BE ISSUED TO A CHAPTER VIA THE CHAPTER'S PREFERRED REMITTANCE METHOD, THE CHAPTER MUST AGREE TO THE FOLLOWING, TO RETAIN THE GRANT AFTER THE EVENT: 1) ATTENDEE(S) MUST STAY AT THE HOST HOTEL. DETAILS WILL BE PROVIDED IN THE OFFICIAL REGISTRATION MESSAGE. 2) ATTENDEE(S) MUST ATTEND ALL DAYS OF THE EVENT. ATTENDANCE WILL BE VERIFIED EVERY DAY AND REGISTRATIONS WILL BE RECONCILED AFTER THE EVENT CONCLUDES. 3) THE GRANT IS A FIXED AMOUNT AND IS INTENDED TO COVER/DEFRAY MOST OF THE COSTS ASSOCIATED WITH ATTENDING THIS EVENT. IF THE AMOUNT EACH ATTENDEE SPENDS IS LESS THAN THE AMOUNT OF THE GRANT, THE CHAPTER WILL BE ALLOWED TO RETAIN THE ADDITIONAL FUNDS. IF THE GRANT DOES NOT COVER ALL OF THE COSTS ASSOCIATED WITH EACH INDIVIDUAL'S ATTENDANCE, ANY ADDITIONAL COSTS (AS DEEMED REASONABLE AND PROPER BY THE CHAPTER) SHOULD BE REIMBURSED TO THE INDIVIDUAL BY THE CHAPTER. IF, FOR ANY REASON, THE REPRESENTATIVE(S) FROM A CHAPTER DOES NOT ATTEND THE ISACA LEADERSHIP EVENT, THE CHAPTER WILL BE REQUIRED TO RETURN THE GRANT TO ISACA INTERNATIONAL IN ITS ENTIRETY. THE TOTAL OF THE GRANT WILL BE WITHHELD FROM THE CHAPTER'S MONTHLY DUES REMITTANCEOR DEDUCTED FROM CHAPTER CREDITUNTIL THE BALANCE OF THE GRANT IS PAID IN FULL. ALTERNATIVELY, THE CHAPTER CAN SEND (VIA CHECK OR WIRE TRANSFER) THE TOTAL OF THE GRANT TO ISACA INTERNATIONAL AFTER THE EVENT. ISACA'S NEW CHAPTER FUNDING PROGRAM (U.S. AND WORLDWIDE) CHAPTERS ARE AN INTEGRAL PART OF ISACA'S SUCCESS AND FUTURE VISION. THROUGH OUR CHAPTER NETWORK, ISACA PROVIDES ITS MEMBERS WITH EDUCATION, RESOURCE SHARING, ADVOCACY, PROFESSIONAL NETWORKING, AND A HOST OF OTHER BENEFITS ON A LOCAL LEVEL. IN THE SPIRIT OF ISACA'S CORE VALUE, "WE ARE ONE", ISACA PROVIDES NEW CHAPTERS FUNDING IN THE AMOUNT OF US $2,000 TO ASSIST WITH CHAPTER STARTUP ACTIVITIES. THIS FUNDING MAY BE USED FOR CHAPTER ADMINISTRATIVE FEES, A KICK-OFF EVENT, TO BUILD RESERVES, ETC. THE REQUIREMENTS ARE THAT THE CHAPTER NEEDS TO, 1) BE REGISTERED LOCALLY, AND 2) HAVE A BANK ACCOUNT IN THE CHAPTER'S NAME. ISACA BOARD OF DIRECTORS / CEO DONATIONS (CORPORATE SOCIAL RESPONSIBILITY PROGRAM): THE ISACA BOARD OF DIRECTORS ELECTED TO MAKE A DONATION TO THE AMERICAN RED CROSS IN SUPPORT OF THE DISASTER RELIEF EFFORTS FOR HURRICANE HARVEY IN 2017. A DONATION WAS MADE TO THE ASU FOUNDATION OF ARIZONA STATE UNIVERSITY TO SUPPORT THE UNIVERSITY IN PROVIDING DIVERSE, INNOVATIVE ACADEMIC PROGRAMS; OUTREACH AND OPPORTUNITIES FOR NON-TRADITIONAL AND FIRST-GENERATION STUDENTS; AND MORE SCHOLARSHIP AND FELLOWSHIP FUNDS FOR UNDERGRADUATE AND GRADUATE STUDENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MATTHEW S LOEB | ||||||||||||||
| DIRECTOR & CHIEF EXECUTIVE OFFICER | $721,000 | $0 | $150,813 | $0 | $186,241 | $0 | $113,500 | $0 | $63,195 | $0 | $1,234,749 | $0 | $152,758 | $0 |
| ROBERT A MICEK | ||||||||||||||
| TREASURER & CHIEF FINANCIAL OFFIER | $329,493 | $0 | $40,009 | $0 | $11,762 | $0 | $43,500 | $0 | $39,524 | $0 | $464,288 | $0 | $0 | $0 |
| FRANCISCO SCHETTINI | ||||||||||||||
| CHIEF INNOVATION OFFICER | $300,592 | $0 | $36,500 | $0 | $13,183 | $0 | $35,107 | $0 | $26,075 | $0 | $411,457 | $0 | $0 | $0 |
| KEN KUJUNDJIC | ||||||||||||||
| SR. VP, BUSINESS DEVELOPMENT | $211,769 | $0 | $106,000 | $0 | $11,518 | $0 | $11,750 | $0 | $27,020 | $0 | $368,057 | $0 | $0 | $0 |
| TARA WISNIEWSKI | ||||||||||||||
| MANAGING DIRECTOR, ADVOCACY & PUBLIC | $262,269 | $0 | $31,875 | $0 | $11,662 | $0 | $11,623 | $0 | $40,300 | $0 | $357,729 | $0 | $0 | $0 |
| TIM MASON | ||||||||||||||
| SR. VP, OPERATIONS & CHIEF EXPERIENC | $349,444 | $0 | $39,650 | $0 | $13,183 | $0 | $43,095 | $0 | $29,867 | $0 | $475,239 | $0 | $0 | $0 |
| ELIZABETH SANTILLI | ||||||||||||||
| VP, HUMAN RESOURCES | $223,008 | $0 | $15,725 | $0 | $15,300 | $0 | $4,588 | $0 | $13,058 | $0 | $271,679 | $0 | $0 | $0 |
| GARY VAN PROOYEN | ||||||||||||||
| VP, MARKETING & COMMUNICATIONS | $238,780 | $0 | $5,527 | $0 | $6,950 | $0 | $12,632 | $0 | $39,308 | $0 | $303,197 | $0 | $0 | $0 |
| NARAYANAN KRISHNAN | ||||||||||||||
| SR DIRECTOR OF INFORMATION TECHNOLOG | $215,571 | $0 | $16,953 | $0 | $2,953 | $0 | $9,229 | $0 | $2,194 | $0 | $246,900 | $0 | $0 | $0 |
| SHANNON DONAHUE | ||||||||||||||
| DIRECTOR OF INFO SECURITY PRACTICES | $210,018 | $0 | $14,446 | $0 | $742 | $0 | $9,225 | $0 | $32,181 | $0 | $266,612 | $0 | $0 | $0 |
| STEVEN MOLE | ||||||||||||||
| DIRECTOR, ENTERPRISE SALES AND OPERA | $186,936 | $0 | $94,276 | $0 | $739 | $0 | $13,500 | $0 | $40,746 | $0 | $336,197 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4B | THE FOLLOWING INDIVIDUALS PARTICIPATED IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN: MATTHEW S. LOEB (CHIEF EXECUTIVE OFFICER) - $131,300 (INCLUDING A $100,000 CONTRIBUTION TO 457F) ROBERT A. MICEK (CHIEF FINANCIAL OFFICER & TREASURER) - $41,000 (INCLUDING A $30,000 CONTRIBUTION TO 457F) TIM MASON (SR VP OPERATIONS & CHIEF EXPERIENCE OFFICER) - $41,000 (INCLUDING A $30,000 CONTRIBUTION TO 457F) FRANCISCO SCHETTINI (CHIEF INNOVATION OFFICER) - $41,000 (INCLUDING A $30,000 CONTRIBUTION TO 457F) KEN KUJUNDJIC (SR. VP, BUSINESS DEVELOPMENT & SALES) - $11,000 TARA WISNIEWSKI (MANAGING DIRECTOR, ADVOCACY & PUBLIC AFFAIRS) - $11,000 |
| SCHEDULE J, PART II, COLUMN B(II): | INCLUDED ON SCHEDULE J, PART II, COLUMN B(II) ARE AMOUNTS REPRESENTING BONUS PAYMENTS. THESE AMOUNTS WERE APPROVED BY THE BOARD AND INCLUDED IN THE INDIVIDUAL'S 2017 W-2S. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: | INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION (ISACA) SERVES INDIVIDUALS AND ENTERPRISES BY BEING A LEADING GLOBAL PROVIDER OF KNOWLEDGE, CERTIFICATIONS, COMMUNITY, ADVOCACY AND EDUCATION ON INFORMATION SYSTEMS ASSURANCE AND SECURITY, GOVERNANCE OF ENTERPRISE INFORMATION TECHNOLOGY (IT), IT-RELATED RISK AND COMPLIANCE, AND OTHER RELATED TOPICS. FOUNDED IN 1969, ISACA SPONSORS INTERNATIONAL CONFERENCES, PUBLISHES THE ISACA JOURNAL, CONDUCTS AND PUBLISHES RESEARCH, PROVIDES BENEFITS GLOBALLY TO MORE THAN 135,000 MEMBERS IN 188 COUNTRIES AND DEVELOPS INTERNATIONAL INFORMATION SYSTEMS AUDITING AND CONTROL STANDARDS. ISACA ALSO ADMINISTERS THE GLOBALLY RESPECTED CERTIFIED INFORMATION SYSTEMS AUDITOR (CISA), CERTIFIED INFORMATION SECURITY MANAGER (CISM), CERTIFIED IN THE GOVERNANCE OF ENTERPRISE IT (CGEIT), CERTIFIED IN RISK AND INFORMATION SYSTEMS CONTROL (CRISC) AND CSX PRACTITIONER (CSXP) DESIGNATIONS. ISACA HAS MORE THAN 165,000 MEMBERS AND CERTIFICATION-HOLDERS. ISACA SUPPORTS DEVELOPMENT, UPDATE AND EDUCATION ACTIVITIES RELATED TO COBIT 5, A GLOBALLY ADOPTED BUSINESS FRAMEWORK FOR GOVERNING AND MANAGING ENTERPRISE INFORMATION TECHNOLOGY AND CYBERSECURITY NEXUS (CSX), WHICH OFFERS CREDENTIALING, TRAINING AND CAREER DEVELOPMENT FOR CYBERSECURITY PROFESSIONALS. |
| FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: | INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION'S (ISACA) PRIMARY PURPOSE IS TO SERVE ITS MEMBERS. ONE WAY ISACA DOES SO IS BY HELPING THEM DO THEIR JOBS BETTER, BY OFFERING THEM PRAGMATIC GUIDANCE ON EMERGING TECHNOLOGIES THEY DEAL WITH EVERY DAY. MORE THAN 50 KNOWLEDGE ASSETS WERE RELEASED IN VARIOUS FORMATS IN 2017, INCLUDING PRINT, INTERACTIVE (TOOLS, AUDIT PROGRAMS), VIDEO AND AUDIO. ISACA HOSTED IN-PERSON CONFERENCES IN NORTH AMERICA, EUROPE, ASIA AND AFRICA, IN ADDITION TO NUMEROUS OTHER TRAINING OPPORTUNITIES, INCLUDING ONLINE LEARNING. THE ASSOCIATION OFFERS MEMBER BENEFITS IN THE AREAS OF PROFESSIONAL DEVELOPMENT, COMMUNITY AND LEADERSHIP, AND CONTINUALLY REVIEWS AND EXPANDS ITS PORTFOLIO OF BENEFITS TO ADDRESS THE CHANGING NEEDS OF MEMBERS. MANY MEMBER BENEFITS ARE DOCUMENTED AND FURTHER EXPLAINED WITHIN THE OTHER RESPONSES ON THIS FORM. A TOTAL OF 26,470 NEW MEMBERS JOINED THE ISACA PROFESSIONAL COMMUNITY IN 2017. IN ADDITION, TWO NEW CHAPTERS WERE ADDED, TAKING THE TOTAL NUMBER OF CHAPTERS WORLDWIDE TO 217. |
| FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS: | INFORMATION TECHNOLOGY (IT) IS A RAPIDLY CHANGING INDUSTRY, AND IT DEMANDS A COMMITMENT ON THE PART OF ITS PRACTITIONERS TO LEARN CONTINUOUSLY AND MASTER NEW SKILLS. CERTIFICATION IS ONE WAY TO EXPAND ONE'S SKILL SET AND BE RECOGNIZED FOR DOING SO. HOLDING AN INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION (ISACA) PROFESSIONAL CERTIFICATION DEMONSTRATES EXCELLENCE IN THE TOPIC AND A COMMITMENT TO REMAINING CURRENT AND INFORMED; IT DISTINGUISHES AN INDIVIDUAL FROM HIS/HER PEERS. INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION (ISACA) OFFERS FIVE CERTIFICATION EXAMS: CERTIFIED INFORMATION SYSTEMS AUDITOR (CISA), CERTIFIED INFORMATION SECURITY MANAGER (CISM), CERTIFIED IN THE GOVERNANCE OF ENTERPRISE IT (CGEIT), CERTIFIED IN RISK AND INFORMATION SYSTEMS CONTROL (CRISC) AND CSX PRACTITIONER (CSXP) DESIGNATIONS. MORE THAN 130,000 CISAS HAVE BEEN CERTIFIED SINCE ITS INCEPTION IN 1978; MORE THAN 38,000 CISMS HAVE BEEN CERTIFIED SINCE ITS INCEPTION IN 2002; MORE THAN 7,000 CGEITS HAVE BEEN CERTIFIED SINCE ITS INCEPTION IN 2007 AND MORE THAN 20,000 CRISCS HAVE BEEN CERTIFIED SINCE ITS INCEPTION IN 2010. |
| FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS: | IN 2017, THE INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION (ISACA) EDUCATION ROSTER INCLUDED MAJOR FACE-TO-FACE EVENTS SUCH AS THE GLOBAL COMPUTER AUDIT, CONTROL AND SECURITY (CACS) AND CSX CONFERENCES; TOPIC-SPECIFIC CONFERENCES (ON INFORMATION SECURITY AND RISK MANAGEMENT, AND ON GOVERNANCE, RISK AND COMPLIANCE); AND WEEK-LONG TRAINING EVENTS FOCUSING IN-DEPTH ON ONE OR TWO TOPICS. ISACA IS DEDICATED TO MONITORING THE PROFESSIONAL ENVIRONMENT AND DEVELOPING NEW PROGRAMS AS NEEDED TO COMPLEMENT ITS ESTABLISHED PORTFOLIO OF EVENTS. THE ASSOCIATION HAS FOCUSED A CONSIDERABLE AMOUNT OF EFFORT ON DISTANCE LEARNING, AS IT PROVIDES A WAY TO COVER EMERGING TOPICS ON A TIMELY BASIS AND OFFER LOW-COST EDUCATION TO A GLOBALLY DISPERSED AUDIENCE. IN 2017, ISACA'S LEARNING SOLUTIONS TEAM CREATED CISA, CISM AND CRISC SELF-PACED TRAINING COURSES, OFFERING CERTIFICATION CANDIDATES GREATER FLEXIBILITY AND CONVENIENCE IN THEIR EXAM PREPARATIONS. ISACA ALSO ASSERTED STRONGER GOVERNANCE OVER CERTIFICATION TRAINING AND OUTCOMES THROUGH THE LAUNCH OF ITS ACCREDITED TRAINING PROGRAM. ADDITIONALLY, ISACA LAUNCHED ITS CYBERSECURITY NEXUS (CSX) TRAINING PLATFORM, WHICH PROVIDES USERS ACCESS TO LIVE LAB ENVIRONMENTS WHERE THEY CAN BUILD THE HANDS-ON SKILLS NEEDED BY CYBERSECURITY PRACTITIONERS AND THEIR ENTERPRISES. |
| FORM 990, PART VI, SECTION A, LINE 6 | INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION (ISACA) MAINTAINS A MEMBERSHIP OF INDIVIDUALS; THERE IS NO CORPORATE MEMBERSHIP CATEGORY. ANYONE INTERESTED IN THE PURPOSES AND OBJECTIVES OF THE ASSOCIATION IS ELIGIBLE FOR MEMBERSHIP. THE VAST MAJORITY OF ISACA MEMBERS ALSO BELONG TO A LOCAL CHAPTER (MEMBERSHIP IN ISACA IS REQUIRED FOR ANYONE HOLDING MEMBERSHIP IN A CHAPTER). A MEMBER-AT-LARGE CATEGORY EXISTS FOR INDIVIDUALS WHO WISH TO JOIN ISACA, BUT WHO LIVE AT SUCH A DISTANCE FROM A LOCAL CHAPTER THAT ATTENDANCE AT MEETINGS IS PROHIBITIVE. STUDENT AND RETIRED MEMBER CATEGORIES ARE OFFERED AS WELL. ISACA'S MEMBERSHIP IS CHARACTERIZED BY DIVERSITY. MEMBERS OF ISACA'S PROFESSIONAL COMMUNITY LIVE AND WORK IN 188 COUNTRIES AND RUN THE GAMUT OF JOB TITLES, INCLUDING INFORMATION SYSTEM AUDITOR, CONSULTANT, EDUCATOR, INFORMATION SECURITY MANAGER, REGULATOR, CHIEF INFORMATION OFFICER, INTERNAL AND EXTERNAL AUDITOR, COMPLIANCE OFFICER, RISK MANAGER AND STUDENT. SOME ARE NEW TO THE FIELD, WHILE OTHERS ARE AT MIDDLE MANAGEMENT LEVELS OR SENIOR RANKS. THEY WORK IN FINANCE AND BANKING, PUBLIC ACCOUNTING, HOSPITALITY, HEALTH CARE, GOVERNMENT AND THE PUBLIC SECTOR, UTILITIES, MANUFACTURING AND RETAIL. ISACA MEMBERS EMBRACE THIS DIVERSITY AS PROVIDING A VAST LEARNING GROUND WHERE THEY MAY DELVE INTO THE CHALLENGES AND OPPORTUNITIES FACED BY COLLEAGUES IN OTHER COUNTRIES, POSITIONS OR INDUSTRIES. ISACA RECOGNIZES THAT ITS MEMBERS CONSTITUTE AN EXTENSIVE AND VARIED POOL OF EXPERTISE; EXPERTISE THE ASSOCIATION COUNTS ON TO HELP PROVIDE SERVICES AND PRODUCTS THAT ENGENDER CREDIBILITY AND CAPABILITY IN ITS CONSTITUENTS. THE MORE MEMBERS, THE MORE EXPERTISE; THE MORE EXPERTISE, THE BETTER THE ABILITY TO MEET THE NEEDS OF ITS PROFESSIONAL COMMUNITY. ISACA'S MEMBERS ARE ITS MOST VALUABLE ASSET. |
| FORM 990, PART VI, SECTION A, LINE 7A | INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION (ISACA) HAS A NOMINATING COMMITTEE THAT PREPARES A SLATE OF OFFICERS (CHAIR, CHAIR-ELECT AND ELECTED DIRECTORS) FOR MEMBER REVIEW. MEMBERS MAY SUBMIT THE NAMES OF ADDITIONAL CANDIDATES TO THE CHAIR OF THE NOMINATING COMMITTEE BY WAY OF PETITION PRIOR TO 120 DAYS BEFORE THE ANNUAL MEETING OF THE MEMBERSHIP. THE PETITION MUST BE SIGNED BY A MINIMUM OF 250 MEMBERS, NO MORE THAN 25 OF WHICH MAY BE FROM ANY ONE CHAPTER. IF MEMBERS PROPOSE ADDITIONAL CANDIDATES OR IF THE NOMINATING COMMITTEE ITSELF PROPOSES MORE CANDIDATES THAN THERE ARE OPENINGS ON THE BOARD OF DIRECTORS, AN ELECTION IS HELD. IF AN ELECTION IS HELD, THE ELECTION IS CONDUCTED BY VOICE, ELECTRONIC VOTE OR BALLOT. RESULTS OF THE ELECTION ARE CERTIFIED BY AN INDEPENDENT PROFESSIONAL GROUP AND ANNOUNCED AT THE ANNUAL MEETING. IF NO ADDITIONAL CANDIDATES ARE PROPOSED BY THE MEMBERS, OR THE NOMINATING COMMITTEE'S SLATE PRESENTS A NUMBER OF CANDIDATES WHICH DOES NOT EXCEED THE NUMBER OF OPENINGS AVAILABLE, THE COMMITTEE'S SLATE BECOME THE NEW BOARD MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7B | WHEREAS NOT ALL DECISIONS OF THE BOARD OF DIRECTORS ARE SUBJECT TO REVIEW AND APPROVAL BY THE MEMBERSHIP, CERTAIN ONES ARE. EACH YEAR, AT THE ANNUAL MEETING OF THE MEMBERSHIP, THE FOLLOWING ITEMS ARE PRESENTED TO THE MEMBERS IN ATTENDANCE: - HIGHLIGHTS OF DECISIONS MADE BY THE BOARD OVER THE PREVIOUS YEAR - THE PREVIOUS ANNUAL MEETING'S MINUTES - THE TREASURER'S REPORT - APPOINTMENT OF THE ASSOCIATION'S INDEPENDENT AUDITORS FOR THE FOLLOWING YEAR THE BYLAWS REQUIRE THE MEMBERS TO VOTE ON ANY CHANGES TO THE BYLAWS THAT (I) MATERIALLY AND ADVERSELY AFFECT THE MEMBERS' RIGHTS AS TO VOTING, DISSOLUTION, REDEMPTION, OR TRANSFER; (II) INCREASE OR DECREASE THE NUMBER OF MEMBERS AUTHORIZED IN TOTAL OR FOR ANY CLASS; (III) EFFECT AN EXCHANGE, RECLASSIFICATION, OR CANCELLATION OF ALL OR PART OF THE MEMBERSHIPS; (IV) AUTHORIZE A NEW CLASS OF VOTING MEMBERSHIP; (V) INCREASE OR EXTEND THE TERMS OF DIRECTORS; (VI) INCREASE THE QUORUM FOR MEMBERS' MEETINGS; (VII) REPEAL, RESTRICT, CREATE, EXPAND, OR OTHERWISE CHANGE PROXY RIGHTS; OR (VIII) AUTHORIZE CUMULATIVE VOTING. FURTHER, WHERE AMENDMENTS TO THE BYLAWS REQUIRE APPROVAL BY THE MEMBERS AS SET FORTH UNDER THE CORPORATIONS CODE AS STATED ABOVE, THE AMENDMENT MAY BE APPROVED BY THE VOTE OF A MAJORITY OF THE MEMBERS PRESENT AT A MEETING AT WHICH A QUORUM IS MET OR BY MAIL/ELECTRONIC BALLOT. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 2017 FORM 990 FOR INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION (ISACA) WAS PREPARED BY COHNREZNICK LLP (COHNREZNICK), BASED UPON INFORMATION PROVIDED BY ISACA. THIS DOCUMENT SUMMARIZES THE REVIEW POINTS AND AVAILABILITY ASSOCIATED WITH THE RETURNS. THE DATA FOR THE RETURN WAS COMPILED BASED ON INFORMATION PREPARED FOR THE 2017 AUDIT, AS WELL AS OTHER ACCOUNTING RECORDS. THIS INFORMATION WAS SUBMITTED TO COHNREZNICK FOR PREPARATION OF THE RETURNS. IN ADDITION TO THE FINANCIAL INFORMATION COHNREZNICK RECEIVED, COHNREZNICK HAD AN OPPORTUNITY TO RAISE QUESTIONS ABOUT GOVERNANCE AND OTHER ISSUES AND REQUEST ADDITIONAL INFORMATION AS NEEDED. THE NARRATIVE EXPLANATIONS OF PROGRAM ACCOMPLISHMENTS AND POLICIES WERE COORDINATED WITH THE APPLICABLE DIRECTORS AND MEMBERS OF THE EXECUTIVE TEAM. UPON COMPLETION OF THE RETURN, SEVERAL LAYERS OF REVIEW WERE CONDUCTED: - INITIAL REVIEWS OF RETURN: THE INITIAL REVIEW OF THE COMPLETED RETURN WAS COMPLETED BY THE RESPECTIVE STAFF WITHIN THE FINANCE DEPARTMENT. - SENIOR MANAGEMENT REVIEW: FOLLOWING THE INITIAL REVIEW, THE EXECUTIVE TEAM INCLUDING THE CEO WERE PROVIDED A COPY OF THE RETURN FOR COMMENT. THE CEO, CFO AND VP, HUMAN RESOURCES ALSO PROVIDED AN ADDITIONAL REVIEW OF THE COMPENSATION-RELATED AREAS. COMMENTS WERE FORWARDED TO COHNREZNICK FOR INCORPORATION INTO THE RETURN. - VOLUNTEER REVIEW: THE BOARD OF DIRECTORS AND THE ORGANIZATION'S GOVERNANCE COMMITTEE CHAIR WERE PROVIDED ACCESS TO THE RETURN VIA BOARD EFFECT (WEB SITE) PRIOR TO ITS FILING. COMMENTS FROM THESE REVIEWS WERE EVALUATED AND PROVIDED TO COHNREZNICK, WHO UPDATED THE RETURN, IF APPLICABLE. |
| FORM 990, PART VI, SECTION B, LINE 12C | INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION, INC. (ISACA) HAS A CONFLICT OF INTEREST POLICY THAT DEFINES AN INTERESTED PERSON AS ANY DIRECTOR, OFFICER, OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWER. AN INDEPENDENT DIRECTOR IS DEFINED AS DESCRIBED IN THE INSTRUCTIONS FOR THE IRS 990 FORM, OR IN THE ABSENCE OF SUCH DEFINITION AS AN INDIVIDUAL WHO HAS NOT IN THE PAST THREE YEARS BEEN AN EMPLOYEE OF ISACA OR ANY ENTITY IN WHICH ISACA HAS AN INTEREST; WHO DOES NOT HAVE A SIGNIFICANT BUSINESS RELATIONSHIP WITH ISACA WHICH COULD IMPACT INDEPENDENT DECISION MAKING; WHO DOES NOT SERVE AS THE EXECUTIVE OF ANOTHER CORPORATION WHERE ANY OF ISACA'S EXECUTIVE OFFICERS OR EMPLOYEES SERVE ON THAT CORPORATION'S COMPENSATION COMMITTEE AND WHO DOES NOT HAVE AN IMMEDIATE FAMILY MEMBER WHO IS AN EXECUTIVE OFFICER OR EMPLOYEE OF ISACA OR WHO HOLDS A POSITION THAT HAS A SIGNIFICANT FINANCIAL RELATIONSHIP WITH ISACA. SUCH POLICY ALSO DIRECTS BOARD MEMBERS AND OTHERS TO KEEP IN CONFIDENCE ALL ISACA CONFIDENTIAL INFORMATION; REQUIRES BOARD MEMBERS AND OTHERS TO DISCLOSE ARRANGEMENTS THAT MAY PROPOSE A CONFLICT OF INTEREST SO THAT THE CONFLICT OF INTEREST PANEL COMPRISED OF THE GOVERNANCE COMMITTEE CHAIR, BOARD CHAIR AND ISACA CEO MAY EVALUATE SUCH ARRANGEMENTS. FURTHER, THIS POLICY DETAILS THE PROCEDURES THAT MUST BE USED IN CONSIDERING A CONFLICT OF INTEREST, PERIODIC REVIEWS OF ANY COMPENSATION ARRANGEMENTS AND OTHER PARTNERSHIPS. POTENTIAL CONFLICTS OF INTEREST ARE DOCUMENTED AND MONITORED EACH YEAR, THROUGH (1) SELF-PROCLAMATIONS MADE BY INDIVIDUAL VOLUNTEERS WHO SIGN THE PARTICIPATION AGREEMENTS REQUIRED FOR PARTICIPATION IN ASSOCIATION BOARDS, COMMITTEES, WORKING GROUPS AND TASK FORCES; (2) DISCLOSURE OF CONFLICTS IN STANDARD CONSULTING AGREEMENTS; AND (3) DISCLOSURE BY ISACA EMPLOYEES UPON HIRE (AND ANNUALLY) BY REVIEW AND SIGNATURE OF THE ORGANIZATION'S EMPLOYEE AGREEMENT. CONSULTANTS, VOLUNTEERS AND EMPLOYEES ARE ENCOURAGED TO REPORT ANY CONFLICTS THAT MAY ARISE THROUGHOUT THE YEAR. IF SUCH INSTANCES ARE REPORTED, THEY ARE DEALT WITH AT THAT TIME AND BASED ON THE CIRCUMSTANCES RELATING TO THE POTENTIAL CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION PHILOSOPHY OF INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION (ISACA), WHICH IS AFFIRMED BY THE BOARD OF DIRECTORS, SHOULD FACILITATE ISACA'S ABILITY TO ATTRACT, MOTIVATE AND RETAIN QUALITY STAFF. THE COMPENSATION PHILOSOPHY IS SUPPORTED BY USE OF AN INDEPENDENT COMPENSATION CONSULTING FIRM AND THE ESTABLISHMENT OF A COMPENSATION COMMITTEE COMPOSED OF INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS (CURRENT AND TWO IMMEDIATE PAST BOARD CHAIRS). BASED ON THE COMPENSATION PHILOSOPHY, THE COMPENSATION RANGE FOR THE CEO IS DEVELOPED BY THE COMPENSATION CONSULTANT AND REPORTED TO THE COMMITTEE. COMPENSATION RANGES ARE ALSO DEVELOPED BY THE CONSULTANT FOR THE EXECUTIVE MANAGEMENT TEAM WITH COMPENSATION VARIANCES TO THE RANGES PROVIDED TO THE COMMITTEE. RANGES ARE CALCULATED BASED ON POSITION RESPONSIBILITIES AND A BLEND OF THE NOT-FOR-PROFIT AND FOR-PROFIT SECTORS, WHICH REFLECTS THE LABOR MARKET IN WHICH ISACA COMPETES FOR EXECUTIVE TALENT: 60% FOR-PROFIT ORGANIZATIONS AND 40% NOT-FOR-PROFIT ORGANIZATIONS. THE FINAL REPORT OF THE COMPENSATION CONSULTANT AS ACCEPTED BY THE COMMITTEE, THE COMPENSATION PHILOSOPHY, AND CONTRACT (IF APPLICABLE) THEN SERVE AS THE BASIS FOR THE DETERMINATION OF COMPENSATION, CONSISTING OF BASE SALARY, INCENTIVES, TOTAL CASH COMPENSATION AND BENEFITS. DETERMINATION FOR EXECUTIVE MANAGEMENT IS MADE BY THE CEO BASED UPON THE ACCEPTED COMPENSATION RANGES AND APPROVED BY THE COMPENSATION COMMITTEE. DETERMINATION FOR THE CEO IS MADE BY THE COMPENSATION COMMITTEE ITSELF. THIS PROCESS IS COMPLETED EVERY THREE YEARS EXCEPT IF THERE IS A CHANGE IN CONTROL, MERGER AND/OR ACQUISITION, OR OTHER ACTIVITY THAT CHANGES ROLES AND RESPONSIBILITIES; THEN PERFORMED AS NEEDED. GATHERING THE INFORMATION NECESSARY TO EVALUATE THE MARKET COMPETITIVENESS OF ISACA'S COMPENSATION; PROVIDE DATA ON EXECUTIVE COMPENSATION FROM A CONTROL AND GOVERNANCE STANDPOINT; AND FACILITATE ISACA'S COMPENSATION PHILOSOPHY, ACCOMPLISH ORGANIZATIONAL OBJECTIVES AND PROVIDE VALUE TO ITS CONSTITUENTS, WHICH ISACA CONSIDERS CRITICALLY IMPORTANT TO ITS FUTURE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOLLOWING DOCUMENTS ARE POSTED TO THE INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION, INC. (ISACA) WEB SITE OR PROVIDED UPON REQUEST: PARTICIPATION AGREEMENT, INTELLECTUAL PROPERTY (IP) WAIVER, ARTICLES OF INCORPORATION, BYLAWS AND ANNUAL REPORT. ISACA DOES NOT HAVE AN IRS FORM 1023, BUT IT DOES PROVIDE THE IRS LETTER OF DETERMINATION, UPON REQUEST. IN ADDITION, IRS FORM 990 IS PUBLICLY AVAILABLE THROUGH GUIDESTAR'S WEB SITE AND THE ILLINOIS ATTORNEY GENERAL'S WEB SITE. |
| FORM 990, PART IX, LINE 11G | EXAM DEVELOPMENT & ADMINISTRATION 1,947,255. OTHER PROFESSIONAL SERVICES 3,897,687. RECRUITING/PLACEMENT FEES 104,968. TEMPORARY CLERICAL SERVICES 45,693. TEMPORARY PERSONNEL SERVICES 105,919. TRANSLATION SERVICES 269,807. OFFICE ADMIN SERVICES 63,473. |
| FORM 990, PART XII, LINE 2C: | INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION (ISACA) HAS AN AUDIT AND RISK COMMITTEE RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. ISACA ALSO HAS A FINANCE COMMITTEE WHICH ASSUMES RESPONSIBILITY FOR OVERSIGHT IN THE REVIEW AND COMPILATION OF ITS FINANCIAL STATEMENTS. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CMMI INSTITUTE LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 STANWIX ST STE 1150 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300750321 | EIN |
| Primary Activities | TRAINING/CONSULTING | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Total Income | $10,770,070 | TotalIncomeAmt |
| End Of Year Assets | $11,673,881 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ISACA ENTERPRISES INC | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IT GOVERNANCE INSTITUTE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 EAST GOLF ROAD SUITE 400 | AddressLine1Txt |
| City | SCHAUMBURG | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60173 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953080691 | EIN |
| Primary Activities | RESEARCH/DEVELOPMENT | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12B, II | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ISACA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ISACA GLOBAL INC | ||||||||||||
| 1700 EAST GOLF ROAD SUITE 400 | SCHAUMBURG | IL | 60173 | 814641778 | HOLDING COMPANY | DE | INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION INC | C | $58 | $94,248 | 1.00000 | Yes (1) |
| ISACA ENTERPRISES INC | ||||||||||||
| 1700 EAST GOLF ROAD SUITE 400 | SCHAUMBURG | IL | 60173 | 811115397 | HOLDING COMPANY | DE | INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION INC | C | $10,568,619 | $12,191,554 | 1.00000 | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (8 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| IT GOVERNANCE INSTITUTE | ||
| D | $111,346 | FMV |
| IT GOVERNANCE INSTITUTE | ||
| R | $62,084 | FMV |
| ISACA ENTERPRISES INC | ||
| E | $580,941 | FMV |
| ISACA ENTERPRISES INC | ||
| O | $369,472 | FMV |
| ISACA GLOBAL INC | ||
| B | $100,000 | FMV |
| ISACA GLOBAL INC | ||
| E | $1,130,248 | FMV |
| ISACA GLOBAL INC | ||
| O | $422,767 | FMV |
| ISACA GLOBAL INC | ||
| Q | $672,824 | FMV |